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612 hedge funds and large institutions have $14.8B invested in KLA in 2018 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 218 increasing their positions, 235 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.95% more ownership

Funds ownership: 920.53%930.48% (+10%)

3% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 63

1% less funds holding

Funds holding: 617612 (-5)

7% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 235

5% less capital invested

Capital invested by funds: $15.6B → $14.8B (-$794M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

34% less call options, than puts

Call options by funds: $49.9M | Put options by funds: $75.6M

Holders
612
Holders Change
-5
Holders Change %
-0.81%
% of All Funds
14.01%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
65
Increased
218
Reduced
235
Closed
63
Calls
$49.9M
Puts
$75.6M
Net Calls
-$25.6M
Net Calls Change
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
State Farm Mutual Automobile Insurance
26
State Farm Mutual Automobile Insurance
Illinois
$125M
Fidelity Investments
27
Fidelity Investments
Massachusetts
$124M -$69.2M -6,364,750 -34%
TCIM
28
TIAA CREF Investment Management
New York
$122M +$9.41M +865,850 +8%
Bank of America
29
Bank of America
North Carolina
$121M +$22.5M +2,066,160 +21%
Charles Schwab
30
Charles Schwab
California
$103M +$2.94M +270,730 +3%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$102M +$42.2M +3,885,910 +63%
Citadel Advisors
32
Citadel Advisors
Florida
$97.4M +$99M +9,109,350 +2,326%
First Trust Advisors
33
First Trust Advisors
Illinois
$97.4M +$371K +34,160 +0.4%
Nordea Investment Management
34
Nordea Investment Management
Sweden
$87.5M -$2.79M -256,390 -3%
Skandinaviska Enskilda Banken (SEB)
35
Skandinaviska Enskilda Banken (SEB)
Sweden
$86.5M +$89.5K +8,230 +0.1%
Deutsche Bank
36
Deutsche Bank
Germany
$86M -$19.4M -1,784,060 -18%
MHI
37
Miller Howard Investments
New York
$85M +$30.7M +2,820,420 +52%
Franklin Resources
38
Franklin Resources
California
$79.1M +$654K +60,170 +0.8%
Legal & General Group
39
Legal & General Group
United Kingdom
$77.9M -$10.5M -964,490 -11%
Two Sigma Investments
40
Two Sigma Investments
New York
$75M +$17.5M +1,611,720 +28%
Wells Fargo
41
Wells Fargo
California
$70.4M +$2.24M +206,130 +3%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$69.5M +$27.8M +2,558,810 +61%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$68.8M +$971K +89,300 +1%
APG Asset Management
44
APG Asset Management
Netherlands
$64.2M -$4.49M -413,000 -5%
TD Asset Management
45
TD Asset Management
Ontario, Canada
$63.9M +$18.4M +1,691,430 +37%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$59.8M -$7.55M -694,290 -11%
OA
47
Oak Associates
Ohio
$57.5M +$3.03M +278,420 +5%
ClearBridge Investments
48
ClearBridge Investments
New York
$54.3M -$674K -62,010 -1%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$54M -$33.1M -3,042,020 -37%
Swiss National Bank
50
Swiss National Bank
Switzerland
$53.2M +$1.71M +157,000 +3%

KLAC Hedge Fund Activity: Q2 2018 in Review

612 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in KLA (KLAC) for Q2 2018, worth a combined $14.8B — down 5.1% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new KLAC positions and 63 closed out — a net gain of 2 holders — while 218 added to existing stakes and 235 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $324M. The largest seller was Wellington Management Group, cutting an estimated $191M.

  • 612 institutional investors held KLA (KLAC) as of Q2 2018, down from 617 in Q1 2018.
  • Funds reported $14.8B of KLA stock for Q2 2018, down 5.1% quarter-over-quarter.
  • 65 funds opened new KLA positions in Q2 2018 and 63 closed out, a net change of +2 holders.
  • The largest KLA buyer in Q2 2018 was T. Rowe Price Associates, an estimated $324M added.
  • The largest KLA seller in Q2 2018 was Wellington Management Group, an estimated $191M sold.

Based on aggregated 13F filings for Q2 2018.